Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61B
AUM Growth
+$3.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,846
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$151M
3
+$129M
4
CMI icon
Cummins
CMI
+$122M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$92.9M

Top Sells

1
+$268M
2
+$157M
3
+$78.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$67.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55.5M

Sector Composition

1 Technology 12.59%
2 Financials 9.43%
3 Healthcare 9.09%
4 Consumer Discretionary 7.76%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$686K ﹤0.01%
12,588
-6,943
1852
$685K ﹤0.01%
15,726
+3,165
1853
$683K ﹤0.01%
33,542
+12,090
1854
$679K ﹤0.01%
+15,592
1855
$678K ﹤0.01%
5,572
+343
1856
$674K ﹤0.01%
30,783
-934
1857
$673K ﹤0.01%
34,090
-18,816
1858
$671K ﹤0.01%
66,203
+19,422
1859
$671K ﹤0.01%
11,507
+581
1860
$670K ﹤0.01%
16,111
+7,584
1861
$666K ﹤0.01%
7,314
+932
1862
$664K ﹤0.01%
2,641
+893
1863
$663K ﹤0.01%
+55,626
1864
$661K ﹤0.01%
+43,403
1865
$660K ﹤0.01%
+47,997
1866
$659K ﹤0.01%
16,567
+5,161
1867
$659K ﹤0.01%
8,645
+305
1868
$658K ﹤0.01%
17,811
-229
1869
$658K ﹤0.01%
63,338
-81,483
1870
$658K ﹤0.01%
4,772
+1,700
1871
$658K ﹤0.01%
10,704
+1,315
1872
$656K ﹤0.01%
64,586
-10,200
1873
$656K ﹤0.01%
77,292
-2,611
1874
$651K ﹤0.01%
24,425
+6,578
1875
$648K ﹤0.01%
+11,884
73 74
75
76 77